Guru Ownership Over Time
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid | 
|---|---|---|---|---|---|
| 0.60% | Reduce -14.2% | 1,004,888 | $447.38 M | 2025 Q2 | |
| 2.39% | Add 103.3% | 474,822 | $187.7 M | 2025 Q3 | |
| 1.54% | Reduce -2.8% | 37,253 | $16.59 M | 2025 Q2 | |
| 0.13% | Add 77.7% | 34,615 | $15.41 M | 2025 Q2 | |
| 0.06% | New Buy | 34,390 | $15.31 M | 2025 Q2 | |
| 0.00% | Reduce -16.0% | 25,755 | $11.47 M | 2025 Q2 | |
| 0.08% | Reduce -8.7% | 24,063 | $10.71 M | 2025 Q2 | |
| 0.06% | Reduce -23.1% | 21,356 | $9.51 M | 2025 Q2 | |
| 0.00% | New Buy | 512 | $227,942 | 2025 Q2 | 
                                        
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                                Showing 1 to 9 of 9 entries
                            
                            | Period | Portfolio Manager | Activity | Share change | % change to portfolio | 
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Key Holders
Top 5 by Value
                                            
                                            $447.38 M
                                        
                                        
                                            
                                            $187.7 M
                                        
                                        
                                            
                                            $16.59 M
                                        
                                        
                                            
                                            $15.41 M
                                        
                                        
                                            
                                            $15.31 M
                                        
                            Top 5 by Conviction
                                            
                                            1.54%
                                        
                                        
                                            
                                            0.60%
                                        
                                        
                                            
                                            0.13%
                                        
                                        
                                            
                                            0.08%
                                        
                            Recent Activity Breakdown(2025 Q2)
+$22.27 M
                                Total Buy Value
                                
                                        New Buys:
                                        2
                                    
                                    
                                        Additions:
                                        1
                                    
                                -$81.42 M
                                Total Sell Value
                                
                                        Reductions:
                                        6
                                    
                                    
                                        Sold Out:
                                        0
                                    
                                Guru Consensus (2025 Q2)
Based on recent guru activity
                        Net Sellers
                                6
                            Net Buyers
                                3
                             
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                         
                                                        